Default System Templates manage the automated communications sent from certain functions in the aXcelerate system. This area of the system is predominantly useful for Online Enrolments using our WordPress plugin or through a Custom API integration. The template set to send to newly created user types are also assigned from this page.
- Prepare your system for Online Enrolments
- Customise the automated messages sent for custom API integrations
- Configure the templates sent to newly created aXcelerate users
Assign a default system template
- Select the Default System Template you wish to assign a template to
- Search and select the desired template from the dropdown list of available templates in your system
- Set the Subject that appears in the subject heading of the email that is sent
- Click Update
Note: You will need to ensure that the selected template is active and not set as a PDF Attachment Only.
Default system booking confirmation templates
The Online Workshop booking email text template will be sent once a successful online Workshop booking takes place.
The Online Class booking email text template will be sent once a successful online Class booking takes place.
If no template is set, there will be a default booking confirmation that is sent, however, the wording of this message is not configurable and is hardcoded.
Tip: There may be a default booking confirmation template ready for customization already present in your system 'Booking Confirmation Workshop' & 'Booking Confirmation Qualification'. If you do not have an aXcelerate default example of these, please contact our Customer Success Team who can upload one for you.
Default system invoice templates
The Online Workshop booking invoice template will be attached to the default booking confirmation once a successful online Workshop booking takes place with an associated payment.
The Online Class booking invoice template will be attached to the default booking confirmation once a successful online Class booking takes place with an associated payment.
Tip: There are default invoice templates set in your account that you can edit or use as an example. If you do not have an aXcelerate default example of these, please contact our Customer Success Team who can upload one for you.
Warning: An invoice template will need to be set before online enrolments with an associated payment will be able to process correctly.
Default system new user templates
New user templates control the message emailed to newly created aXcelerate users. This template should generally have a field for a user creation url. The recipient can click on the URL to create their global login and link this login to the new aXcelerate user record. More information about a users global login can be found here.The necessary Text Fields to include in the templates are listed below:
[User Login Access Link]
[User Login Access Link Text]
New user templates can be set for each of the preset user roles:
Tip: The link used in the new student template should use the [Learner Portal Link] Text Field as opposed to [aXcelerate Management Link].
Note: A password can be reset from the aXcelerate login page or Online Enrolment Form. An administrative user can also reset or manually set a password by updating the User Record.
Default system template survey template
Surveys are used to gauge and capture student information prior to training as well as feedback on training after it has been conducted.
The Pre-Training Commencement Survey is the default template that will be sent to students via Class Survey Mailouts for Pre-Training surveys.
The Post-Training Survey is the default template that will be sent to students via Class Survey Mailouts for Post-Training surveys.
Note: The [Survey Link For Class Booking] Text Field should be used in the survey template.
Default System payer booking template
The Online Class payer booking email text template will be sent to the payer contact of an online booking who is not enrolled themselves. This will apply to enrolments made via the aXcelerate WordPress plugin Online Enrolment form as well as bookings made via the API.
Note: If the payer contact is being enrolled as part of this booking, they will receive the booking confirmation template with the invoice template attached. This template is specifically for payer contacts who are not enrolled as part of the booking.